Market Chatter: Nvidia Pauses AI Cloud Financing Program Amid Antitrust Concerns

MT newswire2026/08/28 09:35

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!

A welcome pack worth 6200 USDT for new users! Sign up now!

05:35 AM EDT, 08/28/2026 (MT Newswires) -- Nvidia (NVDA) paused its AI Compute Partnership less than two months after launching it amid concerns the program could face antitrust scrutiny, The Wall Street Journal reported Thursday, citing people familiar with the matter. Some Nvidia employees raised concerns with current and potential customers about the extent to which the program could allow the chipmaker to influence how customers operate, the report said. The initiative provided financing support to AI cloud providers in exchange for a share of revenue and sought some control over how Nvidia chips were rented to customers, the report added. Nvidia did not immediately respond to MT Newswires' request for comment. (Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.

Trade now！

Goldman Sachs Asia-Pacific Chief Equity Strategist Timothy Moe maintains a KOSPI target of 12,000 points, implying an almost 80% increase from the current level. He points out that the market is systematically underestimating the sustainability of the AI storage chip profit cycle. Capital expenditures by US tech giants may exceed $1.2 trillion next year, and the chip shortage triggered by data center expansion will further intensify in 2027. The current KOSPI is trading at only 5.3 times expected earnings, about half of its historical average.

华尔街见闻•2026/09/07 01:26

Norwegian sovereign wealth fund may cut $80 billion US Treasury holdings; high-rated mortgage securities expected to become new favorites

Norway's sovereign wealth fund, with a scale of $2.3 trillions, has recommended reducing government bond holdings and reallocating funds towards higher-yielding fixed income assets.

智通财经•2026/09/07 01:21